EverSource Wealth Advisors’s AAR Corp AIR Stock Holding History

EverSource Wealth Advisors’s Portfolio AIR Stock Details AIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29K	Buy	265 +19	+8%	+$2.04K	﹤0.01%	2259
2025 Q4	$20.4K	Buy	246 +76	+45%	+$6.29K	﹤0.01%	2373
2025 Q3	$15.2K	Sell	170 -149	-47%	-$11.3K	﹤0.01%	2551
2025 Q2	$21.9K	Buy	319 +150	+89%	+$9K	﹤0.01%	2221
2025 Q1	$9.46K	Buy	169 +24	+17%	+$1.59K	﹤0.01%	2140
2024 Q4	$8.89K	Buy	145 +3	+2%	+$192	﹤0.01%	2061
2024 Q3	$9.28K	Sell	142 -636	-82%	-$42.1K	﹤0.01%	1911
2024 Q2	$50.3K	Buy	778 +234	+43%	+$15.9K	﹤0.01%	1089
2024 Q1	$37.6K	Buy	544 +402	+283%	+$25K	﹤0.01%	1090
2023 Q4	$8.86K	Hold	142	–	–	﹤0.01%	1616
2023 Q3	$8.45K	Hold	142	–	–	﹤0.01%	1489
2023 Q2	$8.2K	Hold	142	–	–	﹤0.01%	1534
2023 Q1	$7.75K	Hold	142	–	–	﹤0.01%	1474
2022 Q4	$6.38K	Hold	142	–	–	﹤0.01%	1505
2022 Q3	$5K	Hold	142	–	–	﹤0.01%	1340
2022 Q2	$6K	Hold	142	–	–	﹤0.01%	1178
2022 Q1	$7K	Hold	142	–	–	﹤0.01%	1120
2021 Q4	$6K	Buy	+142	New	+$5.07K	﹤0.01%	1158

Other funds holding AIR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return